The full year revenue hit $215.9 billion, up 65% year-on-year, with Data Center revenue hitting a record of $62.3 billion — which is responsible for their AI chips.
Nvidia also raised its guidance for Q1 2026, and is certainly not seeing any slowdown:
Continue reading “Nvidia’s Data Center unit up 75% YoY, Q4 profits beat estimates yet again”
The massive attacks were used to improve their own models with agentic reasoning, tool use, and coding capabilities, violating Anthropic’s Terms of Service and creating a national security risk, they say.
Distillation works by sending millions of prompts to an AI to incorporate its techniques and capabilities into their own models, drastically reducing training time and costs.
They also circumvent Anthropic’s protections for use in developing bioweapons and malicious cyber activities, Anthropic says. Once these models are open sourced, this becomes available to anyone.
OpenAI said the same just last week, accusing DeepSeek of distillation.
— These campaigns are growing in intensity and sophistication. The window to act is narrow, and the threat extends beyond any single company or region, Anthropic writes.
Read more: Anthropic’s announcement, writeups on Reuters, TechCrunch, Engadget and The Verge.
ByteDance has yet to publish any real numbers, but videos of Kim Kardashian and Kanye West singing in Mandarin have gone viral on Weibo and x.com with millions of views.
Continue reading “ByteDance’s Seedance 2.0 video generator goes viral, prompts warnings”
ByteDance has been known to work with US chip producer Broadcom, and started seriously hiring chip specialists in 2022.
The new chips are set to be produced with Samsung in a deal that includes memory chips, which definitely sweetens the deal.
Production is advanced enough that Reuters’ sources say engineering samples are due by late March, which is the last stage before production.
A spokesperson for the company does not deny the report outright, but claims the information is «inaccurate,» Reuters writes.
Most US frontier labs are developing their own chips, as is Alibaba and Baidu.
Read the scoop at Reuters.
They might be «just a matter of months» begin Western capabilities, he tells CNBC.
— The question is, can they innovate something new beyond the frontier? So I think they’ve shown they can catch up … and be very close to the frontier … But can they actually innovate something new, like a new transformer … that gets beyond the frontier? I don’t think that’s been shown yet, he tells the new podcast The Tech Download.
The key tech to unlock Chinese AI is access to chips, he says, where the USA is far ahead. The US recently okay’ed exports of the powerful H200 chip from Nvidia, but reception in China has been lukewarm from authorities.
— To invent something is about 100 times harder than it is to copy it, says Hassabis on the podcast. — That’s the next frontier really, and I haven’t seen evidence of that yet, but it’s very difficult.
Read the full scoop on CNBC.
The H200 was cleared by Commerce for export to China in December and got finally approved this week.
They are much more powerful than anything on the Chinese market, and Nvidia received so many orders, they ran out.
Though the sources from Reuters say officials have not given any reason for this ban, it is likely in order to protect their domestic chip industry.
They do say that chips can be bought «when necessary» or for research and development programs with Chinese universities.
Read the full scoop at Reuters.
Nvidia currently sits on some 600K high performance H200 chips, recently cleared for China, but Chinese companies have placed orders for a whopping 2 million of them for 2026.
This has led Nvidia to re-approach TSMC for another production run, Reuters reports.
This is notwithstanding regulatory pressure from the Chinese government, who have not said if they will allow the chips in the country.
They are instead considering bundling H200 purchases with domestically produced chips, Reuters says, in order to boost their internal industry.
Read the scoop at Reuters.
They also require that any AI that engages with people should announce at the start that they are talking to an AI, with new warnings every two hours, writes Gizmodo.
Also forbidden are «illegal religious activities,» obscenity, violence or crime, and the list goes on to cover libel and insults, material that damages relationships — or encouraging self harm and suicide.
There aren’t just warnings for using AI chatbots too long, but providers should also assess the user’s emotional state — and take «necessary measures to intervene,» writes Reuters.
Alibaba recently decided to «double down» on AI, according to this Reuters report, and promised $53 billion in AI infrastructure investments during the next three years – with even more coming.
Nvidia is slated to help develop physical AI functions like data synthesis, model training, environmental simulation and validation testing, Reuters says.
Continue reading “Alibaba partners with Nvidia for «physical AI» training software”